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C.M. Bidwell & Associates’s Liberty Energy LBRT Stock Holding History

C.M. Bidwell & Associates’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,450
Closed -$62.6K – 516
2023
Q4 		$62.6K Buy
+3,450
New +$65.5K 0.05% 206

Other funds holding LBRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

C.M. Bidwell & Associates's LBRT Position: Q1 2024 in Review

C.M. Bidwell & Associates sold out of Liberty Energy (LBRT) in Q1 2024, closing a stake of 3,450 shares — an estimated $62.6K sold.

C.M. Bidwell & Associates first reported a position in LBRT in Q4 2023 and held it in 1 quarter. The position peaked at $62.6K in Q4 2023. 337 funds tracked by Wall St. Rank hold LBRT as of Q1 2024.

  • C.M. Bidwell & Associates reported no remaining Liberty Energy position as of Q1 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 3,450 Liberty Energy shares in Q1 2024, an estimated $62.6K.
  • C.M. Bidwell & Associates first reported a position in Liberty Energy in Q4 2023 and held it in 1 quarter.
  • C.M. Bidwell & Associates's Liberty Energy position peaked at $62.6K in Q4 2023.
  • 337 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2024, filed 14 May 2024.